REGATTA CAPITAL GROUP, LLC
Q3 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
214
- Value ($000)
$633,095
- Date Filed10/17/2025
- Form type13F-HR
- CIK0001911488
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $54.92 M | 9 % | 377,064 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $45.71 M | 7 % | 461,189 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $32.51 M | 5 % | 174,322 | ||
AAPL APPLE INC | COM | 037833100 | $32.11 M | 5 % | 126,099 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $22.30 M | 4 % | 529,857 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $21.56 M | 3 % | 216,573 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $20.32 M | 3 % | 104,497 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $20.08 M | 3 % | 755,559 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $19.20 M | 3 % | 232,523 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $18.07 M | 3 % | 305,234 |
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